Sr Consultant, CS Investment Operations

Northern Trust
Chicago
Workplace: HybridFull timeUSD 74,700 - 126,900 annuallyFunction: Customer Success & Account ManagementExperience: 5-10 yearsEducation: bachelorsSkills: ["Verbal and written communication","Client relationship management","Analytical problem-solving","Project management","Ability to manage multiple priorities"]

Own client service and operational governance for the Investment Operations Outsourcing (IOO) Client Service team, coordinating across clients, operational teams, and business partners. Lead change initiatives and process improvements through end-to-end execution, ensuring milestones, SLAs, and KPIs are met. Act as a subject matter expert and primary contact for stakeholders and auditors, independently resolving client inquiries and escalating risks and issues during IOO transition events.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Sr Consultant, CS Investment Operations

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Own client service and operational governance for the Investment Operations Outsourcing (IOO) Client Service team, coordinating across clients, operational teams, and business partners. Lead change initiatives and process improvements through end-to-end execution, ensuring milestones, SLAs, and KPIs are met. Act as a subject matter expert and primary contact for stakeholders and auditors, independently resolving client inquiries and escalating risks and issues during IOO transition events.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage operational execution and governance to ensure milestones, SLAs, and KPIs are achieved.
  • •Lead and support internal, client-driven, cross-functional change initiatives and process improvements.
  • •Serve as a key point of contact for internal/external partners, including auditors and stakeholders, as an SME.
  • •Independently resolve client inquiries and operational issues with timely communication and follow-up.
  • •Support IOO Transitions Governance by aligning stakeholders, monitoring milestones, validating documentation, tracking risks/issues, and facilitating escalation/resolution.

Pay and Benefits

Salary: USD 74,700 - 126,900 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveCaregiver Leave

Key Requirements

  • •Bachelor’s degree and/or 5-10+ years of relevant financial services experience.
  • •Experience within Investment Operations, Asset Management, Asset Servicing, or Financial Services Operations.
  • •Prior client service experience in a service-oriented environment.
  • •Experience participating in business process improvements, operational enhancements, or technology initiatives.
  • •Proficiency with standard Microsoft tools and willingness to learn internal systems.
Experience:5-10 yearsFinancial servicesInvestment operationsAsset managementAsset servicingBusiness process improvement
Education:Bachelor's
Skills:Verbal and written communicationClient relationship managementAnalytical problem-solvingProject managementAbility to manage multiple priorities
Tech Stack:Microsoft

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
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Glassdoor: 3.9
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